Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Conestoga Conestoga Small Cap Institutional in their Schedule of Assets, totaling $56.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | GRANT THORNTON LLP GRANT THORNTON LLP EMPLOYEES' RETIREMENT PLAN | CHICAGO IL | 6,995 | $475.5M | $16.3M |
| 2 | EASTERN BANK EASTERN BANK 401(K) PLAN | BOSTON MA | 1,950 | $343.6M | $15.1M |
| 3 | GRANT THORNTON ADVISORS LLC GRANT THORNTON ADVISORS LLC EMPLOYEES' RETIREMENT PLAN |
CHICAGO IL |
| 6,873 |
| $528.1M |
| $13.4M |
| 4 | MICHIGAN CREDIT UNION LEAGUE RETIREMENT PLAN FOR MICHIGAN CREDIT UNION EMPLOYEES 401(K) SAVINGS PLAN | ROYAL OAK MI | 9,626 | $996.3M | $10.6M |
| 5 | THE UNIVERSITY OF TAMPA THE UNIVERSITY OF TAMPA DEFINED CONTRIBUTION RETIREMENT PLAN | TAMPA FL | 1,651 | $226.8M | $469K |
| 6 | BENAROYA RESEARCH INSTITUTE AT VIRGINIA MASON BENAROYA RESEARCH INSTITUTE AT VIRGINIA MASON 403(B) RETIREMENT PLAN | SEATTLE WA | 285 | $101.6M | $398K |
